Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $750K | 1.75% |
| $750K - $1.5M | 1.50% |
| $1.5M - $3.0M | 1.25% |
| $3M+ | 1.00% |
These rates apply to sub-advised models. Internally managed models have lower rates: 1.50% up to $750K, 1.25% for $750K-$1.5M, 1.00% for $1.5M-$3M, and 0.75% over $3M.
Fee Estimator
Milestone charges an annual fee based on a percentage of assets under management, calculated monthly. Fees range from 0.75% to 1.75% depending on the model used (internally managed or sub-advised) and the amount of assets. Financial planning fees range from $250 to $4,000, depending on the scope of the plan. A monthly technology fee of $5 is also charged. Fees are negotiable within the disclosed ranges. Milestone is affiliated with insurance agencies, and associated persons may earn commissions from insurance products.
Areas of Practice
Advisor Information
Office location
20251 Century Blvd., Suite 425, Germantown, MD, 20874
Get directionsRegulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Patrick holds a Life and Health Insurance License in the state of Maryland.